Howard Head Family Foundation in Stamford, Connecticut (CT)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Organizations performing similar types of work
| Howard Head Family Foundation | |
| Employer Identification Number (EIN) | 061530707 |
| Name of Organization | Howard Head Family Foundation |
| In Care of Name | Nancy Head Thode |
| Address | 161 Dolphin Cove Quay, Stamford, CT 06902-7717 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1999 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $457,401 |
| Amount of Income | $146,137 |
| Form 990 Revenue Amount | $6,812 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Fund Raising and/or Fund Distribution |
Non-representatives - add comments:
Amount of income in 2013: $146,137 (it was $134,196 in 2012)
| This organization: | $146,137 |
| Other organizations performing similar types of work: | $72,190 |
Assets in 2013: $457,401 (it was $453,774 in 2012)
| This organization: | $457,401 |
| Other organizations performing similar types of work: | $42,723 |
Expenses in 2012: $29,216
| Howard Head Family Foundation: | $29,216 |
| Other organizations performing similar types of work: | $42,209 |
Income to expenses ratio in 2012: 5.0
| This organization: | 5.0 |
| Other organizations performing similar types of work: | 0.4 |
Grants share in income in 2012: 0.0%
| Howard Head Family Foundation: | 0.0% |
| Other organizations performing similar types of work: | 4.7% |
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $23,961 | $21,116 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $12,608 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $11,353 | |||
| Total expenses and disbursements | $29,216 | $2,401 | $0 | $26,790 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $2,426 | $2,401 | $0 | |
| Contributions, gifts, grants paid | $26,790 | |||
| Excess of revenue over expenses and disbursements | $-5,255 | |||
| Net investment income | $18,715 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $453,774 | $477,286 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $114,337 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $299,669 | |
| Other | $39,768 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $453,774 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $11,353 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $187 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $187 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $469,137 |
| Net value of noncharitable-use assets | $462,100 |
| Minimum investment return | $23,105 |
| Distributable Amount (for 2012) | |
| Distributable amount | $22,918 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $22,918 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $15,971 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Rotary International, South Hill Rotary Club | PO BOX 922, South Hill, VA 23970-0922 | VA | 2008-06 | $70,044 |
| 2 | The Catherine Jefferson Foundation, Brett R Jefferson Ttee | 225 Tokeneke Rd, Darien, CT 06820-4821 | CT | 2014-04 | $2,602,976 |
| 3 | Jordan Porco Foundation | 225 Asylum Street, Hartford, CT 06103-1516 | CT | 2011-09 | $779,182 |
| 4 | Simsbury Performing Arts Center Inc | Po Box 33, Simsbury, CT 06070 | CT | 2012-04 | $445,984 |
| 5 | Newtown Lions Foundation Inc | PO BOX 218, Newtown, CT 06470-0218 | CT | 2011-07 | $265,039 |
| 6 | Cheshire Half Marathon 5k Foundation Inc | 5 Verbena Ct, Cheshire, CT 06410-3358 | CT | 2014-02 | $211,675 |
| 7 | Friends Of Malta House, Carolyn F Devore Ttee | 5 Prowitt St, Norwalk, CT 06855-1203 | CT | 2008-08 | $206,333 |
| 8 | Hugz4haiti | 42 Lake Ave Ext Ste 302, Danbury, CT 06811 | CT | 2011-08 | $96,356 |
| 9 | Joe Garassino Foundation Inc | 66 Flintlock Rd, Watertown, CT 06795-2341 | CT | 2013-08 | $83,558 |
| 10 | John Patrick Flanagan Foundation | PO BOX 818, Southport, CT 06890-0818 | CT | 2009-11 | $76,287 |
| 11 | Lauren E Avezzie Charitable Foundation Inc | 17 Kenington Rd, Avon, CT 06001-5102 | CT | 2011-02 | $75,301 |
| 12 | Watertown Lions Foundation Inc | PO BOX 281, Watertown, CT 06795-0281 | CT | 1996-03 | $58,059 |
| 13 | Scarsdale Concours Foundation | 34 5th Street, Stamford, CT 06905 | CT | 2011-06 | $54,898 |
| 14 | Wish Upon A Par Inc | 30 Powdermaker Dr, Ridgefield, CT 06877-1035 | CT | 2010-08 | $41,859 |
| 15 | New Haven Football Officials Charities Inc | PO BOX 185823, Hamden, CT 06518-0823 | CT | 2012-10 | $27,432 |
| 16 | Sharedimpact Foundation Inc | 274 Wall St, Hebron, CT 06248-1328 | CT | 2014-08 | $24,468 |
| 17 | William J Selig Foundation Inc | 801 Bloomfield Ave, Windsor, CT 06095-2301 | CT | 1999-11 | $13,480 |
| 18 | Serve Inc | 35 Brook Street, Noank, CT 06340 | CT | 2009-12 | $9,667 |
| 19 | Developmental Disabilities Associates Inc | PO BOX 365, Uncasville, CT 06382 | CT | 1999-07 | $7,896 |
| 20 | Keith And Joan Jones Charitable Foundation | 24 Hudson Ln, Essex, CT 06426-1315 | CT | 2011-09 | $1,000 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 3,544 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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